Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SANDY GELBARD, M.D., P.C.
EIN 20-5306070Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
8
1085 PARK AVE, SUITE 1SW - NEW YORK, NY 10128212-988-5303
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SANDY GELBARD, M.D., P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SANDY GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$707K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SANDY GELBARD, M.D., P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 4 | 2025 | |
| 001 | SANDY GELBARD, M.D., P.C. 401(K) PROFIT SHARING PLAN | 401k | $707K | 4 | 2025 |
Retirement plans